Starting a New Session
On the homepage click the ‘Blank session’ button in the ‘Start a new session’ section.
Before starting make sure the new session is correctly configured. It will have already been set to the preferences set in the previous step.
Business Case Details
You can set the scene by adding some details about the business case such as:
- Name for the session
- Customer name
- Supplier name (your company!)
- Minimum return (or discount rate) %
- Review period (defaults to 36 months but can be any value from 1 to 360 months
- Industry i.e. the sector in which the customer operates
It is good practice to include as much information as possible to support the deal. Any information that is recorded within the Notes section will ensure the reader of the output reports understands the detail of the Business Case.
